We welcome our clients to login to their Strongbox Wealth client portfolio & planning portal and Charles Schwab & Co. online access by clicking the links below.
We would like to commence our first of the year message by offering gratitude and sincere appreciation for our clients during this past year filled with so many unknowns.
The end of the year is nearly upon us. While we focus our attention on the spirit of the holiday season, it’s also a great time to assess important aspects of your tax situation. Below is a short list of year-end reminders.